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Portfolio (Quarterly) Guide ↗

INDEPENDENT FINANCIAL GROUP, LLC

· CIK 0000275484
13F Portfolio $4.5B AUM 1,447 positions Filed May 15, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 153 New 602 Added 526 Reduced 111 Exited
Page 4 of 8  ·  153 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 FBTC FIDELITY WISE ORIGIN BITCOIN Financial Services 6,355.0 $375K 0.01% NEW $59.03 +12.7%
62 PCB PCB BANCORP Financial Services 16,225.0 $365K 0.01% NEW $22.49 +5.8%
63 TBF PROSHARES TR 15,000.0 $363K 0.01% NEW $24.23 +3.5%
64 CGNX COGNEX CORP Technology 7,287.0 $357K 0.01% NEW $48.99 +28.2%
65 ALLY ALLY FINL INC Financial Services 9,061.0 $355K 0.01% NEW $39.23 +8.1%
66 LNC LINCOLN NATL CORP IND Financial Services 9,690.0 $344K 0.01% NEW $35.50 -1.3%
67 AGGH SIMPLIFY EXCHANGE TRADED FUN 16,220.0 $330K 0.01% NEW $20.35 -0.9%
68 BLACKROCK ETF TRUST II 6,805.0 $326K 0.01% NEW $47.98
69 TD TORONTO DOMINION BK ONT Financial Services 3,493.0 $326K 0.01% NEW $93.31 +15.9%
70 QID PROSHARES TR 14,300.0 $324K 0.01% NEW $22.66 -33.8%
71 PPG PPG INDS INC Basic Materials 3,007.0 $321K 0.01% NEW $106.88 -2.8%
72 MSCI MSCI INC Financial Services 586.0 $316K 0.01% NEW $539.01 +7.2%
73 MMS MAXIMUS INC Industrials 4,686.0 $300K 0.01% NEW $64.10 -6.6%
74 GLDI UBS AG Financial Services 1,798.0 $299K 0.01% NEW $166.02 -0.1%
75 TPL TEXAS PACIFIC LAND CORPORATI Energy 621.0 $295K 0.01% NEW $474.56 -19.2%
76 CAIQ CALAMOS ETF TR 12,052.0 $287K 0.01% NEW $23.84 +12.5%
77 IDVO AMPLIFY ETF TR 7,085.0 $287K 0.01% NEW $40.47 +4.1%
78 COHR COHERENT CORP Technology 1,187.0 $283K 0.01% NEW $238.21 +52.0%
79 EOG EOG RES INC Energy 1,916.0 $277K 0.01% NEW $144.53 -0.9%
80 VISN VISTANCE NETWORKS INC Technology 14,956.0 $272K 0.01% NEW $18.20 -38.2%
Page 4 of 8  ·  153 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 40.3%
Financial Services 22.1%
Consumer Cyclical 8.1%
Communication Services 7.6%
Industrials 4.6%
Consumer Defensive 3.9%
Healthcare 3.6%
Real Estate 3.5%
Energy 3.1%
Basic Materials 1.8%